107 Commons CT
Chadds Ford, PA 19317
Phone: (610) 459-1105
Founder & Coach
Willard Stem founded Senior Secure Advisory Group and Senior Secure Retirement Design with the sole purpose of serving pre-retired and retired families with fiercely independent advice. Together with his team, Willard helps families just like yours to protect and preserve their life savings, then plans for the distribution of that life savings in a tax advantageous manner, while living and at death. The mission of Senior Secure is simple; provide families with "financial peace of mind" through comprehensive financial guidance and long term, high trust relationships.
As a result, his clients enjoy Total Wealth Optimization. Because they are freed from the chains of financial worry, they are able to spend more time doing activities that bring them the most internal satisfaction. They are clear on what's important to them in life and understand that money is nothing more than a tool for them to use, to support their value system.
Senior Secure Advisory Group and Senior Secure Retirement Design specialize in creating innovative tax and investment solutions, so that families "Live Well" during their retirement years. This may include significant tax and expense reduction on retirement plans, leaving more money for his client's enjoyment. Or it could mean portfolio optimization techniques that guarantee a family's principal while simultaneously maximizing growth opportunities. Additionally, it may include income optimization strategies, guaranteeing income for a lifetime, while minimizing tax liability.
No one advisor can accomplish all of this on their own. Willard has cultivated a team of highly-trained and experienced professionals that work cooperatively to assist families with all aspects of their retirement journey. Willard's "hands-on" approach and concierge service have earned him the privilege of serving the needs of families that choose to become partners.
The planning process is simple: identify and understand the individual needs and personality of each family then make complex planning strategies and ideas understandable for them. Willard's balanced approach to Retirement Income Planning and Wealth Management begins with a comprehensive analysis, a strategic design and implementation process to achieve the client's financial goals, hopes, and dreams.
Wendy Mazur, Chief Operations Officer
John Colgan, Director of Strategic Alliances
Allison Smith, Administrative Assistant
Global Financial, Institutional Money Management
Gradient Investments, Risk Asset Management
Jeff Hamilton, Tax Efficient Wealth Transfer
Glen Cadagan, Long-Term Care
Rob Nicolini, CPA Taxes
Jeff Fullerton, CPA Taxes
Mike Connor, Legal (PA)
Bill Erhart, Legal (DE)
Ann Goodman, Legal (MD)
Ed Malloy, Medicare Supplemental Insurance
Matt Grieco, Funeral Pre Needs and Life Celebration
"I just wanted to say what a great guy Matt Grieco is. Such compassion, such a supportive person when you're going through one of the hardest times in your life. I would highly recommend him to anyone who was in need of his services. Great Choice!"
"Thank you for all of your extremely good care during my families difficult moments. It must be a difficult job constantly meeting with people in their worst times, but you and your staff handled our situation with the respect and personal attention needed. I sincerely appreciate the excellent job you did for me and the family."
Kennett Square, PA